I am passionate about providing my clients with complete peace of mind. That’s why I’m dedicated to creating lasting relationships. I get great satisfaction from seeing my clients enjoy their personal and professional lives to the fullest without having to worry about their finances.
I start out by doing an in-depth analysis of their needs, goals and financial profile. I then build a customized financial structure to ensure the long-term performance of their investments. I make sure that my clients’ portfolios are well diversified, have the exposure to a wide range of asset classes to ensure solid returns, and minimize volatility. Since I believe in the importance of working together, I actively include my partners and my clients’ professionals in the process.
In my free time, I love cooking fine meals, working out, travelling, meditating and reading.
- With CIBC since 1992
- Trust and Estate Practitioner (TEP)
- MBA from Concordia University